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X @Ignas | DeFi
Ignas | DeFi· 2025-11-24 13:21
Binance skipping a $MON listing on TGE is telling.Don't remember many hyped TGEs they skipped.Why?Volumes are going to be high on day one. ...
X @Ignas | DeFi
Ignas | DeFi· 2025-11-24 12:57
Another good bet is Nansen:Alex Svanevik 🐧 (@ASvanevik):Stake your MON with Nansen.You’ll get 2X Nansen Points first 90 days 🤝 ...
X @Ignas | DeFi
Ignas | DeFi· 2025-11-24 11:22
Btw, I'd love to know more about each team behind these LSTs:- Their experience in crypto, previous projects?- Propensity to RUG- Tokenomics insight.My DMs are open if you have insider info. ...
X @Ignas | DeFi
Ignas | DeFi· 2025-11-24 11:17
$MON TGE today.Simplest Monad airdrop play is still liquid staking. Stake and forget while farming points.If Monad does well, one of the $MON LSTs will be Lido of ETH and Jupiter for Solana.Question is which.I look for:- Exclusive to Monad- No TGEd yet- Already integrated into Monad eco DeFi apps (lending like @Curvance , DEXs etc)------@0xFastLane → shMON:Just announced Points with two modes: Earn points and yield or degen mode to earn just points.Extra points to use in DeFi.shMON should return MEV and inf ...
X @Ignas | DeFi
Ignas | DeFi· 2025-11-24 10:14
2/2 Contrast $FRAG to $KMNO:TVL up by 2.5x to $2.5b while $KMNO itself trading flat (despite multiple airdrops). https://t.co/1faw421BNi ...
X @Ignas | DeFi
Ignas | DeFi· 2025-11-24 10:13
Project Performance - TVL decreased by 89% [1] - $FRAG decreased by 97% to $1 million market cap [1] - The project failed to find Product-Market Fit (PMF), leading to user attrition [1] Fundraising - The project raised a $12 million Seed round from Robot Ventures, Hashed, BitGo, etc [1] Industry Analysis - The case highlights the flaws of the airdrop farming era [1]
X @Ignas | DeFi
Ignas | DeFi· 2025-11-23 09:12
Crypto Market Fundamentals - Crypto market fundamentals are the strongest they've ever been [1] - Increasing adoption of stablecoins, tokenization, prediction markets, and DeFi are observed [1] - Crypto projects are finally distributing value to holders [1] - A regulatory pivot with a major catalyst (CLARITY ACT) is anticipated [1] Competition and Challenges - The AI bubble poses a challenge as crypto competes with AI for capital inflows [2] - Crypto is the first to be affected by the AI bubble crash [2] - Survival of the fittest is the only solution in the current market [2]
X @Ignas | DeFi
Ignas | DeFi· 2025-11-23 02:40
RT Ignas | DeFi (@DefiIgnas)I'd say I have relatively high engagement on CT: Top 16 on Kaito yaps (30D)In the last 4 weeks I got:• 4.7M impressions• 174K engagements• 34K likesThe payout was only $615 USD.Wale is an exception. Not an norm. https://t.co/sBVF9aYAUY ...
X @Ignas | DeFi
Ignas | DeFi· 2025-11-23 02:20
RT Ignas | DeFi (@DefiIgnas)Ngl, wish $SOL didn't reduce inflation rate.This will reduce APYs across Solana DeFi and TVL (in the short-term):LST looping drives demand for stablecoin/SOL borrowing thus lending rates are higher, too.On Fluid (Jupiter) I'm getting 27% APY on my jupSOL.If rates drop, I would reconsider holding that position and even SOL itself.Although I admit, lower inflation is the correct decision for long term and save $SOL chart. ...
X @Ignas | DeFi
Ignas | DeFi· 2025-11-23 01:20
RT Ignas | DeFi (@DefiIgnas)$1.8B in BTC longs sitting at risk if we touch $80k.What stands out: the concentration. More longs packed into a tight $2k band than shorts.Degens never learn. https://t.co/qr8uipnUgU ...